You're an insurance agent, not a data entry clerk.
CluckBot turns every client interaction into captured notes, updated records, and drafted follow-ups — so nothing slips, nothing waits, and your agency can scale.
You became an agent to help people. Not to do data entry.
Every day, you're buried in the same cycle: check email, copy info to your CRM, send a follow-up, repeat. Meanwhile, that referral from last week is cooling off and your pipeline is leaking.
You're not behind because you're bad at your job. You're behind because your job has become two jobs—and one of them is mind-numbing admin work that eats 15+ hours every week.
Meet your new executive assistant.
Captures every conversation
Calls, voicemails, emails, web forms, meetings — CluckBot is in all of them, 24/7, pulling out names, dates, policy details, and action items the moment they happen. Nothing gets retyped. Nothing gets forgotten.
Gets the full story
This is where CluckBot leaves chatbots in the dust. It reads the intent behind every message — a renewal, a complaint, a referral, a missing signature — and pulls in the client's full history, so it's acting on context, not guessing.
Keeps your CRM current
New lead? Policy change? Address update? CluckBot logs the note, updates the record, and links the right people — matching contacts even when "Dave" is filed as "David," and connecting a spouse or referral you'd have missed.
Drafts the follow-up — you hit send
Reply, text, scheduling link, or a request for the one detail that's missing — CluckBot writes it in your voice and lines up the next touch: birthday, renewal, just-checking-in. You stay in control; nothing goes out until you say so.
Built for insurance. Compliant by design.
CluckBot speaks Medicare, not generic CRM. Every draft carries the disclosures it should, it flags when a Scope of Appointment is needed, and it keeps PHI where it belongs — so compliance is one less thing you're watching for.
Gives you back 15+ hours/week
That's 15 hours for appointments. For referral calls. For the annual reviews that actually grow your book — instead of feeding your CRM.
Built for the moments that make or break an insurance sale.
Here are some of the ways CluckBot simplifies your day.
New Medicare lead
A web lead comes in while you are on a call. CluckBot identifies the opportunity, creates or updates the contact, drafts the first response, and queues your scheduling link.
Scope of Appointment reminder
A client asks about plan options. CluckBot flags that a Scope of Appointment may be needed before the next conversation.
Referral rescue
A client mentions their sister is turning 65. CluckBot links the referral, drafts the intro follow-up, and reminds you before the lead goes cold.
Renewal prep
Before an annual review, CluckBot summarizes the client's recent communications, open tasks, and policy details.
Voicemail-to-CRM
A voicemail becomes a structured note, task, and drafted reply without manual transcription.
Never drop a follow-up
CluckBot spots the missing item, drafts a polite reminder, and keeps the case moving before paperwork stalls the sale.
Built for compliance. Audited to prove it.
SOC 2 audited
Independently audited controls for security, availability, and confidentiality — with bank-level encryption in transit and at rest.
HIPAA compliant
PHI is handled to HIPAA standards end-to-end. BAAs available, and your client data is never used to train AI models. Ever.
You're always in control
CluckBot drafts, suggests, and prepares — but nothing sends, updates, or files until you approve it. No silent actions, no surprises.
You're probably wondering...
Bank-level encryption, SOC 2 Type II audited, HIPAA compliant, and we never train AI models on your data. Your client information stays yours. Period.
You're always in the loop. CluckBot does the heavy lifting—reading emails, drafting updates, preparing follow-ups—but nothing happens until you approve it. Think of it as a really sharp assistant who always checks with you before acting.
If you can check your email, you can use CluckBot. Our onboarding team walks you through everything, and most agents are fully running within a day.
CluckBot is currently offered at no cost during our early access preview.
Most likely, yes — and we'll confirm before you commit to anything. CluckBot sits on top of the tools you already run (your CRM, your email in Gmail or Outlook, your phone system) instead of replacing them. We're adding integrations all the time, so tell us what you use and we'll check the fit.
No. CluckBot drafts the email, the text, the follow-up — but nothing reaches a client until you've read it and hit send. You're always the one communicating; it just does the typing.
Compliance is built into how CluckBot works, not bolted on afterward. It carries the right disclosures into your drafts, flags when a Scope of Appointment is needed, and keeps protected health information where it belongs. You stay the compliant party of record — CluckBot just makes staying compliant a lot less work.
CluckBot drafts in your voice, with your tone and your details — and since you approve everything before it goes out, your clients are still hearing from you. They get faster, sharper responses, not a robot.
Both. CluckBot works whether you're a solo agent doing everything yourself or a multi-agent shop with a full pipeline. There's no minimum book size — if you're losing time to data entry and follow-up, it pays off.
CluckBot is built by the team behind AgentMethods, which has served thousands of independent insurance agents and agencies for over a decade. It's in active use with working agents today — real books of business, real client communication, not a demo.
Stop Being Your Own Secretary
Run your book like you have a full-time admin team — without hiring one. Join the founding-agent cohort and see how CluckBot turns every client interaction into organized, compliant next steps.